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The Micro Mag 7: How to Profit From the Biggest AI Buildout in History

By Oxford Club Research Team  | 

A new economic supercycle has begun – one that could rival the Industrial Revolution, the internet boom, and the Manhattan Project combined.

The United States is now racing to build the world’s most powerful AI infrastructure.

And the scale of this undertaking is unprecedented: trillions of dollars in energy, chips, software, and data infrastructure are already being allocated through both private and public channels.

But while big tech names like Nvidia, Microsoft, and OpenAI are making headlines…

The real breakout opportunities are in seven overlooked microcap stocks that could become critical building blocks of the AI revolution.

Together, these companies form what we call the Micro Mag 7 – a portfolio of seven tiny stocks with enormous potential to surge 1,500% or more in the year ahead.

They’re involved at every level of the AI revolution:

The list goes on… And each of these companies is still flying under the radar – but that won’t last.

The flood of AI investment is already underway.

October 27, 2025 marks a turning point, as both the GovAI summit and Nvidia’s GTC Conference will kick off the national buildout.

Now, as the AI Action Plan becomes reality, investors have a narrow window to buy these stocks before Wall Street wakes up.

Let’s examine the seven companies in our Micro Mag 7 in more detail…

Micro Mag 7 #1: Ramaco Resources (Nasdaq: METC)

Sector: Rare Earths and Energy
Market Cap: ~$3 billion

In the fast-unfolding AI arms race, one overlooked battleground may be the most important of all: rare earth elements.

These exotic minerals – used in everything from AI chips and supercomputers to magnets, lasers, and energy infrastructure – are the foundation of modern high-tech dominance. Without them, even the most advanced software is useless. And right now, the United States is in a dangerously weak position.

China currently controls more than 80% of global rare earth refining capacity and over 90% of key elements like gallium, dysprosium, and neodymium. That monopoly poses a direct national security threat, especially as AI becomes the defining technology of the 21st century.

Enter Ramaco Resources, a small-cap energy and materials company that could soon become America’s most important rare earth player.

For years, Ramaco operated as a traditional metallurgical coal company. But that all changed when it discovered something astonishing on its 16,000-acre Wyoming property: a massive, unconventional rare earth deposit hidden in a coal seam. Early tests revealed over 1.1 million metric tons of rare earth oxides – including gallium, one of the most critical elements for next-generation AI semiconductors.

Gallium is quickly emerging as a game-changer in AI chip design. Chips built with gallium arsenide or gallium nitride are faster, cooler, and more power-efficient than traditional silicon.

Gallium uses up to 40% less energy than Silicon. It offers up to 3X faster charging. And it delivers up to 100X faster processing power. Nvidia and other chip leaders are already pushing to adopt gallium-based designs, and demand is poised to explode.

But there’s a problem: China controls nearly all of it.

That’s why Ramaco’s discovery is so monumental.

The U.S. government is now pouring billions into domestic rare earth development – and Ramaco’s site is at the very top of the strategic list. Independent geologists estimate the total value of its rare earths at over $37 billion – and that’s before factoring in upside from new technologies, price inflation, or expanded extraction zones.

Even better, Ramaco is already profitable. It has posted four straight years of positive earnings from its legacy coal operations – giving it real cash flow, operational infrastructure, and logistical experience while it transitions into a rare earth powerhouse.

This is a case where the story is bigger than the market realizes. Wall Street still sees Ramaco as a sleepy coal company. But soon it will be recognized as one of the most strategically important mineral asset owners in the Western Hemisphere.

Why Ramaco Resources Could Be the Top AI Resource Play:

Ramaco offers a rare convergence of value, urgency, and technological relevance. In a world racing toward AI dominance, this small-cap resource company could deliver truly asymmetric upside.

Recommendation: Buy Ramaco Resources (Nasdaq: METC) at market.

Micro Mag 7 #2: Ouster Inc. (Nasdaq: OUST)

Sector: Lidar and Autonomous Systems
Market Cap: ~$2 billion

The next generation of AI won’t just live in the cloud – it will see, move, drive, build, deliver, and defend. As AI spreads into the physical world, it needs sensors that can interpret its environment with human-like precision. This is the role of lidar – and Ouster Inc. is one of the global leaders in this space.

Lidar, or Light Detection and Ranging, is the technological equivalent of giving AI “eyes.” It works by sending out laser pulses and measuring the time it takes them to bounce back, building detailed 3D maps in real time. This is essential for autonomous vehicles, drones, military robotics, mining equipment, warehouse robots, and infrastructure monitoring.

While lidar technology has existed for decades, it’s only recently reached the scale, accuracy, and cost-efficiency needed to support the AI infrastructure boom. And among the many players in the space, Ouster is breaking away from the pack – thanks to its IP portfolio, aggressive acquisition strategy, and growing list of blue-chip partners.

In 2023, Ouster completed a transformational merger with rival Velodyne, consolidating key patents, client relationships, and manufacturing capabilities. The merger created the most vertically integrated lidar company in the U.S., capable of delivering hardware and software across multiple verticals.

Today, Ouster’s technology is embedded in over 100 commercial and industrial partnerships, spanning:

The financial picture is equally compelling. Revenue has surged from $41 million in 2022 to $125 million in the last twelve months – more than tripling in under two years. At the same time, margins are improving, and the company has streamlined operations post-merger to reduce costs.

And while competitors in the lidar space have struggled with dilution or cash burn, Ouster has been disciplined – strategically positioning itself for scalability without sacrificing control or financial health.

Why Ouster May Be the “Eyes of AI”:

As the AI buildout expands beyond server farms and into the physical world, lidar becomes the connective tissue between software and real-world action. Whether it’s an autonomous delivery robot navigating a city, a mining drone mapping underground deposits, or a military vehicle operating in dangerous terrain – chances are, Ouster’s lidar is involved.

And that makes this overlooked microcap a stealth winner in the trillion-dollar AI megatrend.

Recommendation: Buy Ouster Inc. (Nasdaq: OUST) at market.

Micro Mag 7 #3: Innodata Inc. (Nasdaq: INOD)

Sector: Enterprise AI Integration
Market Cap: ~$2.6 billion

While AI captures the imagination with visions of humanoid robots and sentient chatbots, the real financial opportunity may lie in something far less flashy – and far more scalable: helping other businesses harness AI effectively.

That’s exactly where Innodata Inc. thrives.

Innodata is a specialist in helping businesses adopt, integrate, and operationalize AI across real-world workflows. It offers the critical behind-the-scenes infrastructure that allows companies to turn AI from a buzzword into a productivity tool – and in the process, create enormous enterprise value.

What makes Innodata different from other AI companies is that it focuses on the “boring but essential” work of enabling AI in messy, real-world businesses: financial services, healthcare, legal, media, manufacturing, agriculture, and more. It takes unstructured data, legacy systems, human workflows, and compliance-heavy environments – and makes them AI-ready.

This includes:

In other words, Innodata doesn’t just build AI – it makes AI work.

And the list of companies it serves is nothing short of remarkable.

Apple, Amazon, Microsoft, HP, Google, Snowflake, Deloitte, Sony, Thomson Reuters, and over 2,300 other clients rely on Innodata’s platforms and services. In fact, many of today’s most advanced enterprise AI deployments were quietly enabled by Innodata’s teams and infrastructure.

This isn’t speculation – it’s reflected in the numbers.

Over the past two years:

Innodata also benefits from the broader macro push toward AI in regulated industries. Companies in sectors like healthcare, finance, and legal can’t just plug in a chatbot – they need audit trails, data governance, and reliability. This is where Innodata’s experience and enterprise-grade infrastructure shine.

Why Innodata Deserves Attention Now:

In many ways, Innodata is the “pick and shovel” play of the AI gold rush. It doesn’t need to win the chatbot war or invent a new model – it simply needs to keep enabling the largest businesses in the world to adopt the technology safely and effectively.

As more companies race to implement AI across their organizations, Innodata’s role will only become more critical. And for investors, the opportunity to own a trusted enterprise partner at a microcap valuation is rare.

Recommendation: Buy Innodata (Nasdaq: INOD) at market.

Micro Mag 7 #4: Serve Robotics (Nasdaq: SERV)

 Sector: Autonomous Delivery & Robotics
Market Cap: ~$1 billion

As AI becomes more powerful, the biggest shift won’t be digital – it’ll be physical.

We’re entering an era where intelligent machines will not only think, but move – autonomously navigating sidewalks, streets, and campuses to deliver goods, complete tasks, and interact with the real world.

At the forefront of this robotic revolution is Serve Robotics, a company building fully autonomous sidewalk delivery robots for last-mile logistics. Spun out from Uber’s self-driving division, Serve is now an independent, public company poised to transform urban delivery – and in the process, capture one of the most explosive markets in the AI economy.

Serve’s compact, friendly-looking delivery robots operate at street level, using advanced AI, lidar, GPS, cameras, and obstacle detection to navigate crowded environments safely and efficiently. They’re designed to deliver food, groceries, parcels, and pharmacy items – autonomously, reliably, and at a lower cost than human couriers.

What makes Serve so compelling right now is the caliber of its commercial partners and the momentum of its deployment.

Serve currently operates in cities like Los Angeles, San Francisco, and Dallas, and has secured delivery agreements with:

It also recently secured a $10 million investment from Nvidia, which sees Serve as a key player in bringing edge AI into the real world. Nvidia’s backing also ensures tight technical integration between Serve’s navigation systems and Nvidia’s DRIVE and robotics platforms.

Financially, Serve is still early-stage – but showing signs of breakout growth. Revenue has increased nearly 700% over the past 12 months, driven by expanding delivery volume and recurring service contracts. The company’s robot fleet is expected to more than double in 2026 as new partnerships go live.

Why Serve Robotics Is a Prime Microcap AI Play:

Serve is riding two unstoppable waves: the AI revolution in robotics and the global transformation of last-mile delivery.

As more cities approve autonomous robots, and more retailers look to reduce costs while speeding up fulfillment, Serve’s scalable, electric, AI-powered robots are ideally positioned to meet demand – without needing to rely on gig workers or gas vehicles.

This is the same type of asymmetric opportunity early investors saw in Intuitive Surgical or Symbotic – microcap robotics firms with real-world traction, elite partnerships, and exponential upside.

With one foot in the AI world and one in the physical logistics market, Serve Robotics may be one of the most overlooked small-cap beneficiaries of the coming AI buildout.

Recommendation: Buy Serve Robotics (Nasdaq: SERV) at market.

Micro Mag 7 Profile #5: Schrödinger Inc. (Nasdaq: SDGR)

Sector: AI Drug Discovery and Molecular Simulation
Market Cap: ~$1.5 billion

AI is not just reshaping how we communicate or drive – it’s revolutionizing the future of medicine. And at the forefront of this transformation is Schrödinger Inc., a scientific computing powerhouse that’s rewriting the playbook on how drugs are discovered, tested, and brought to market.

Schrödinger’s platform blends quantum physics, molecular modeling, and AI to design and optimize potential drug compounds entirely in computers and simulations.

In the old model of drug discovery, scientists relied heavily on lab trials and trial-and-error chemistry – a slow, expensive, and often wasteful process. By contrast, Schrödinger’s technology can model and simulate the interaction between thousands – even millions – of molecules and target proteins before a single physical experiment is run.

This approach dramatically reduces the time, cost, and risk involved in drug development. In fact, it’s been so successful that Schrödinger already has two FDA-approved drugs and more than 20 drug candidates in the pipeline, many in collaboration with top-tier pharmaceutical firms.

Among its highest-profile partnerships:

Perhaps the biggest vote of confidence comes from Bill Gates, who personally owns nearly 10% of the company. His stake, worth more than $147 million, signals strong long-term conviction in the company’s technology and mission.

But Schrödinger isn’t just a biotech. It’s a software company at its core.

Its proprietary physics-based simulation platform – used by over 1,500 research organizations worldwide – also generates subscription revenue from academic institutions, biotech startups, and large pharma companies. This gives Schrödinger a dual revenue engine: software licensing and drug discovery upside.

This hybrid model creates an unusually attractive risk-reward profile. Even if one area lags, the other can compensate – and if both fire at once (as they are now), investors can see exponential gains.

Why Schrödinger Is a Blueprint for AI-Enabled Breakthroughs: 

And critically, Schrödinger’s success doesn’t rely on any single blockbuster drug. Its platform is repeatable and scalable – enabling breakthroughs across therapeutic categories and licensing opportunities that multiply over time.

As AI’s role in life sciences grows, companies with Schrödinger’s head start will have an immense advantage. Its simulations are getting faster, its data sets are getting richer, and its credibility within Big Pharma continues to grow.

With a current market cap under $1.5 billion, Schrödinger is still far from fully priced for the future it’s helping to create. For investors who want AI exposure with the added tailwind of healthcare disruption, this stock is an elite pick.

Recommendation: Buy Schrödinger Inc. (Nasdaq: SDGR) at market.

Micro Mag 7 #6: SoundHound AI (Nasdaq: SOUN)

Sector: Voice AI and Human-Machine Interfaces
Market Cap: ~$8 billion

We’ve entered the age of intelligent machines – but how will humans interact with them?

The answer is voice.

And SoundHound AI is quickly emerging as the dominant player in the race to become the “voice of AI.”

SoundHound’s platform allows users to speak directly to AI systems – in natural, conversational language – to control devices, access information, complete transactions, and more. It’s an end-to-end voice AI solution that includes speech recognition, natural language understanding, text-to-speech synthesis, and wake word detection.

Unlike older voice assistants like Siri or Alexa, which rely on clunky cloud pipelines, SoundHound’s technology is built to be embedded and fast. That means your devices will generate lightning-quick responses even in environments with limited connectivity.

The company’s platform is already deeply embedded across key verticals, including:

SoundHound is also a key AI partner of Nvidia, providing voice AI capabilities to Nvidia’s DRIVE and Enterprise AI platforms – placing SoundHound directly inside the AI ecosystem that’s powering the next generation of autonomous vehicles and industrial systems.

But partnerships alone don’t tell the full story.

The company is also scaling at breakneck speed. In just two years, revenue has surged from $21 million to $131 million, representing a 524% increase. And with major client deployments now entering production – especially in automotive and fast food – revenue could double again in the near term.

This rapid growth is supported by a flexible licensing and usage-based pricing model, which gives SoundHound recurring, high-margin revenue as usage expands. This is a business model with scale baked in – and a clear path to profitability.

What Makes SoundHound a Standout Microcap:

The long-term vision? Any time you speak to a machine – whether it’s a car, kiosk, or smart device – SoundHound will be the engine listening, understanding, and responding.

As AI interfaces become increasingly voice-driven – and consumers expect real-time, conversational experiences – SoundHound is positioned to become an infrastructure layer for how humans interact with machines.

Recommendation: Buy SoundHound AI (Nasdaq: SOUN) at market.

Micro Mag 7 #7: CoreWeave (Nasdaq: CRWV)

Sector: Hyperscale AI Infrastructure
Market Cap: ~$68 billion

If AI is the electricity of the 21st century, then CoreWeave is rapidly becoming the power grid.

While other companies focus on flashy AI applications – chatbots, voice assistants, and language models – CoreWeave has zeroed in on the infrastructure layer that makes all of this possible: massive, scalable, real-time GPU computing power delivered through the cloud. 

CoreWeave operates some of the world’s most advanced GPU clusters – purpose-built for AI workloads – and offers on-demand access to tens of thousands of Nvidia GPUs via a highly optimized cloud architecture. Think of it as AWS or Microsoft Azure, but engineered specifically for AI inference, training, and simulation.

And its clients aren’t startups or academic labs – they are the most powerful companies in AI.

CoreWeave is now the preferred infrastructure provider for OpenAI, the creator of ChatGPT, through an $11.9 billion deal that spans five years. It also signed a $6.3 billion agreement with Nvidia, ensuring that CoreWeave’s excess GPU capacity will be bought up directly by the world’s leading AI chipmaker.

These partnerships don’t just validate CoreWeave’s platform – they effectively de-risk the business. With Nvidia offering to backstop demand and OpenAI driving billions in usage, CoreWeave has both a massive addressable market and guaranteed baseline revenue.

And the growth is staggering.

In 2022, CoreWeave generated just $15 million in revenue. Over the last 12 months, that figure ballooned to $3.5 billion – a mind-blowing 23,400% increase. This is one of the fastest-scaling businesses in modern tech history.

Importantly, this growth isn’t a one-time anomaly. AI infrastructure demand is compounding rapidly, and most major players – from Meta to xAI to Microsoft – are forecasting GPU and computing power needs that are 10X to 100X larger than what’s currently available.

CoreWeave is aggressively building to meet that demand, deploying new data centers across North America, integrating Nvidia’s newest Grace Hopper chips, and preparing to scale to handle over 100 million GPUs in coming years – particularly in support of OpenAI’s roadmap.

What Makes CoreWeave a Long-Term Infrastructure Titan:

CoreWeave only recently IPO’d – meaning it remains under-owned by institutions, largely undiscovered by retail investors, and at the early stages of what could be a decades-long run.

While its market cap is no longer microcap by strict definition, CoreWeave deserves its place in the Micro Mag 7 for one key reason: the upside is still asymmetric.

If CoreWeave becomes the default infrastructure provider for America’s trillion-dollar AI push – much like AWS became the de facto cloud platform in the 2010s – the company could see another 10X or more in market cap over the next five to 10 years.

Investors looking for foundational exposure to the AI supercycle – at the deepest infrastructure level – won’t find a better vehicle than CoreWeave.

Recommendation: Buy CoreWeave (Nasdaq: CRWV) at market.

The Race Is On

On October 27, the two most important events in AI history are about to occur:

And the microcaps positioned to benefit are already starting to surge.

The Micro Mag 7 portoflio gives you the rarest of combinations:

Every day you wait, the risk of missing the early move grows.

These stocks won’t stay small for long.

Get in now.

View the Micro Mag 7 Portfolio.

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